Investing In Life Settlements With Lucas Siegel
Money Tree Investing
Money Tree Investing Podcast
4.6 • 658 Ratings
🗓️ 30 June 2023
⏱️ 56 minutes
🧾️ Download transcript
Summary
Lucas Siegel joins us to talk about investing in structured settlements. We discuss the good the bad and ugly history of life settlements. This is a fascinating asset class which very people understand. Here's what you need to know about investing in life settlements. Join us this week with Lucas Siegel.
For more information, visit the show notes at https://moneytreepodcast.com/investing-in-life-settlements-lucas-siegel
Today's Panelists:
- Kirk Chisholm | Innovative Wealth
- Philip Weiss | Apprise Wealth
- Tim Baker | Metric Fin
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Transcript
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| 0:00.0 | Welcome to the Money Tree Investing Podcast. |
| 0:04.8 | Stock market, wealth, personal finance, value stocks, invest in your life. |
| 0:11.2 | Hello, Smart Money Tree Podcast listeners. |
| 0:13.0 | Welcome to this week's show. |
| 0:14.0 | My name is Kirk Chishol and I'll be your host. |
| 0:16.3 | So today I'm joined with Lucas Siegel. |
| 0:18.4 | How you doing today, Lucas? |
| 0:19.6 | Great. |
| 0:20.1 | Thanks so much for having me. |
| 0:21.4 | Glad to have you on. The listeners, just so you know, I love talking about alternative assets, |
| 0:26.0 | and I know the listeners really love me talking about them because it's just interesting and different. |
| 0:30.4 | You don't hear it anywhere else. So we wanted to bring Lucas on to talk about an interesting one |
| 0:34.1 | that I've known about for years. So Lucas, tell us a little bit about your background. I've been in the financial services business for about 15 years, specifically on |
| 0:42.0 | life settlements. I started at a hedge fund or private equity fund that was life insurance |
| 0:47.0 | policies from the market bundling up for institutional investors and funds. So I've been on the |
| 0:52.9 | buy side. After years and years and years, being on the buy side of the transaction, I realized |
| 0:57.8 | there was just an incredible amount of inefficiencies in the market. |
| 1:01.2 | In this alternative asset space, as far as life settlements go, there's a lot of people |
| 1:07.6 | making a lot of money off of the opakness of the transaction. So I left the buyside |
| 1:13.9 | to build Harbor Life brokerage where we've really centralized the world's biggest buyers |
| 1:20.4 | and institutional investors and life settlements into one place and built a HIPAA compliant, |
| 1:26.2 | blind bidding online option where if someone wants to sell |
... |
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